Federal Street eLetter Masthead 2

July 2011

Effective Advisory Teams:  

How Collaboration Among Advisors Keeps the Client First

"Teamwork" is one of those universal buzz words everyone expects to hear from a financial advisor. Certainly, to some extent every investment consultant and planner communicates with their clients' other advisors - even if that communication is limited to the basic information needed to prepare tax returns and other reports.

 

Teamwork must be more than a buzzword; it must be central to effective working relationships.  This month's article by Federal Street Principals, Daniel Gross and Charlie Walsh, explores how we use teamwork to engage with clients' attorneys, accountants and other service professionals.

 

Click through to read the article - and related client case study - on our website.

 

A team approach is especially valuable in developing strategies for preserving assets on an after-tax basis, and passing wealth down to future generations.

Book Pick

What the dog saw

This collection of

provocative Gladwell essays is a fun summer read. 

FEDERAL STREET ADVISORS   
www.federalstreet.com      617-350-8999 

Providing conflict free investment consulting and wealth advisory services to individuals and nonprofits, with particular expertise in:   Customized Portfolio Design,  Alternative Investments,  Socially Responsible Investing, Philanthropy, Endowments & Foundations and Working With Complex Families.